Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Shareholder Meeting (October 2024)
22 slides from Alpha Hpa's shareholder meeting presentation, October 2024
Slide 1: Presentation to Annual General Meeting
j 7 RRE ENTATION TO ANNUAL GENERAL MEETIN jtinium
Slide 2: Cautionary Statement and Forward Looking Statements
Cautionary Statement Forward Looking Statements The Definitive Feasibility Study (DFS) referred to in This presentation contains certain forward-looking This presentation is for information purposes this presentation has been undertaken to assess statements with respect to the financial condition,
Slide 3: We are a technology/industrial chemical company
We are a technology/industrial chemical company We make ultra-high purity aluminium products with a worlds first process which are: CRITICAL RAW MATERIALS FOR DE-CARBONISATION Our proprietary process delivers us the competitive edge HIGH PURITY/LOW CAPEX/LOW OPEX/LOW CARBON We are commercialising
Slide 4: HPA First Project: Highlights and Catalysts
HPA First Project: Highlights and Catalysts DFS ——e Ly ©— SAINT-GOBAIN —e QDorica—e NAIF —o @©— BRENNTAG ae _ QHoriaa——e Mar ’20 Definitive Feasibility Study - ROBUST PROJECT CONFIRMED Sept ’20: 2 x High-purity Li-B Pre-Cursor manufacture confirmed Feb ’21: Major Project Permitting Approval (MCU) Ap
Slide 5: LED Lighting: current technology driver of de-carbonisation
LED-LIGHTING The current technology driver of de-carbonisation 16 Pe ~ IN 2017, THE USE OF LEDS TO @ ILLUMINATE BUILDINGS AND 2 fia OUTDOOR SPACES REDUCED 570 CO, EMISSIONS BY NEARLY MILLION s Micro LEDs an est 570m tors in 2017 "ations by 1250 a x z 4 a A COMPLETE 2019 2020 2021 2022 2023 2024 2025
Slide 6: E-Mobility: the next major driver of de-carbonisation
de-carbonisation EV Sales Forecast (M units) E-MOBILITY The next major driver of mchina BROW source: UBS Gasoline Only Average Emmissions 380 Grams of CO;¢ per mile Plug-in Hybrid Electric 209 | Battery Electric 154 Grams of €@ per mile Source: Inside EV's(wminsideevs com) HPA for separators Al-prec
Slide 7: Semiconductors and de-carbonisation
re- Source: Semiconductor Industry Association (SIA)
Slide 8: High Purity Aluminas and Aluminium Pre-cursors
High Purity Aluminas Aluminium Pre-cursors
Slide 9: Our products in the lithium-ion cell
Our products in the lithium-ion cell ANODE . : Pre-cursors for coating CATHODE graphite and silicon Cathode pre-cursors for GF ~ anode NCA & NCMA and alumina coating 5N ALN -Nitrate \ 5N AI-Nitrate | : | ve 5N Al-Sulfate SEPARATOR HPA & Ceramic coating for High Purity thermal management Boehmite Boe
Slide 10: Battery cathode and anode chemistry adoption by customer
10 Company Logos Midpoint indicates SOP high posco lO") Li-Metal cATL@) Hyunea © Energy Solution High SiC ® Rnio can. Cathode Chemistries with 5 7 ultium = high rity Al-M rial Low Si-C see cells porthvolt igh purity laterials Pa @ Cc oO Qo} NMcA Oem Stn S Pay ®nio S| bigh-ninmogene 7 le, Mn rich oui
Slide 11: Our products in LED lighting
" Our products in LED lighting LED PHOSPHORS Synthesis of Aluminate (YAG) Phosphors for white LEDS HPA + 5N AI-Nitrate Addition of YAG phosphors to LED lighting circuits ALPHA HPA QUALIFIED WITH 2 EU BASED LED PHOSPHOR OEM'S LED CHIP ARCHITECTURE Ga-N circuit & Al-N Active Layers SAPPHIRE GLASS WAFE
Slide 12: Our Process: World First SX Aluminium Plant
Our Process: World First SX Aluminium Plant 4N+ High Purity gamma-phase Doria Boehmite 4N+ High Purity Al-O-OH Alumina (HPA) N, AI,O3 eo Reagents . . Feedstock ABt RioTinto > Rp > & > ~Ha) Drying Calcination Milling alpha phase Aluminium Solvent Extraction Crystallisation 24 Crystallisation 4N+ High
Slide 13: Pathway to zero emissions via future adoption of H2 drying and calcination
Pathway to zero emissions via future adoption of H2 drying and calcination
Slide 14: Stage 1 - Commissioning Underway
STAGE 1 - COMMISSIONING UNDERWAY • • • •
Slide 15: <x a <= ie) c = <
<x a <= ie) c = <
Slide 16: Stage 1: HPA Products roll-out
Stage 1: HPA Products roll-out * Fully funded by $15.5M critical Minerals grant — first drawdown due November 2022 HPA Produ ; Lined recursor <»Producti nN ¢ Up to 400tpa Al-precursors ¢ Up to 10tpa HPA ¢ Up to 10tpa boehmites 16
Slide 17: Stage 1 to be incorporated into the full scale HPA First Plant
• Stage 1 to be incorporated into the full scale HPA First Plant as a dedicated unit for 5N Al-Sulfate. • alphahpa.com.au/our-projects
Slide 18: Our Customers and Partners
18 Our Customers and Partners: * Existing customers, marketing agents and key business partnerships cant WD BRENNTAG aa SAINT-GOBAIN =_ litecLlL [Exum SORICA specialty intermediates and adlives CAV @) TECHNOLOGICA Gesellschaft fiir High Tech Materialien und Verfahren mbH Charging Ahead! 1% oT} FILMT
Slide 19: HPA First Project: Global Product Marketing
19 HPA First Project: Global Product Marketing Global marketing network well established * >100 product samples now distributed globally to >40 end users * Products qualified for sapphire glass, LED phosphors and separator coatings ° Al-nitrate and HPA sales commenced * Multiple bids submitted for h
Slide 20: Corporate Snapshot
Corporate Snapshot TRADING INFORMATION SHARE PRICE PERFORMANCE - 12 MONTHS ASX CODE UN oz Share Price (22/11/2022) ~60c 52-week trading range 37.5¢—70c _ 50 Issued Shares 857.2M g & oso CAPITAL STRUCTURE ° 4 ; Issued Shares 857.2M oan Unlisted options (@35c)* 5.0M (expire 30 Sept 2023) Unlisted opti
Slide 21: Contact
Contact Rimas Kairaitis Managing Director rkairaitis@alphahpa.com.au +61 408 414 474 Cameron Peacock Business Development cpeacock@alphahpa.com.au +61 439 908 732 alphahpa.com.au AlphaHPA -_
Slide 22: Thank You
THANK YOU Aloha HPA